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Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Service Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation...
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Part time
Work from home
Work visa
Work alone
Flexible hours
...Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of... ...excellent opportunity for a Client Service Associate based out of our Walnut Creek, CA or our St....
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Holiday work
Temporary work
...opportunity?
We are seeking a Cl ient Service Associate to join our high net worth investment... ...accurate administrative support across client accounts.
Responsibilities:
- Serve as... ...- Update client data and relationship management systems
- Prepare investment review...
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Work experience placement
...environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today!
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client...
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POSITION SUMMARY:
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client
experience through an... ...participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer...
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Temporary work
Local area
...Client Service Associate
This Jobot Job is hosted by: Jacob Day
Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending... ...- $95,000 per year
A bit about us:
A growing wealth management and investment firm with top-notch client satisfaction and...
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...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of... ...operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships...
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Full time
Internship
Seasonal work
Shift work
$60k - $90k
Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.
Responsibilities:
Serve as the...
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Full time
Flexible hours
...Job Description
Job Description Description:
Client Service Team Leadership:
Supervise Client Services Coordinators and the... ..., and ensuring adherence to service standards.
Establish and manage team goals, track progress, and celebrate achievements.
Design...
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...safety policies and procedures.
Proficient mathematical skills for assessing financial performance, monitoring profitability, and managing inventory.
Demonstrated decision-making ability, leadership skills, and ability to prioritize and delegate.
Proficiency with...
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Holiday work
Flexible hours
Night shift
...Insurance – Bay Area
Summary Under minimal supervision, the Client Manager will handle accounts under $20,000 of income. This includes... ...well as guide and mentor, Client Administrators, Insurance Associates, and Client Service Trainees on the following tasks:...
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Traineeship
Night shift
Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs. The Client Manager II demonstrates... ...effective and positive working relationships with internal associates and clients.
Education and/or Experience
Must possess a...
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Work experience placement
Night shift
Afternoon shift
...Description: Introduction:
Seabreeze Management Company is a full-service property management... ..., Seabreeze has offered an unrivaled client experience to commercial common-interest developments and homeowners’ associations for over 30 years. With offices throughout...
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For contractors
Immediate start
J.P. Morgan Wealth Management - Private Client Advisor - East Bay - Oakland, San Leandro, CA and ...
...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to...
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$40k - $90k
...opportunity?
We are seeking a Cl ient Service Associate to join our high net worth investment... ...accurate administrative support across client accounts.
Responsibilities:
- Serve... ...- Update client data and relationship management systems
- Prepare investment review materials...
Suggested
Full time
Work experience placement
$45k - $50k
...Experiential our marketing and business development campaigns allow our clients to grow and foster new partnerships within this industry. Our... ...are looking for top talent to become a Client Relations Manager and develop an experience for the consumer to become a loyal customer...
Full time
Local area
...Summary
The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for...
Work experience placement
Night shift
...talent and innovation led company with 738,000 people serving clients in more than 120 countries. Technology is at the core of... ...Visit us at
You Are:
We have an opening for a Software Asset Management, Associate Manager position in our Software License Optimization...
Local area
...we are seeking a mission-driven and financially savvy Finance Manager to join our team.
At Essie, our values are foundational to... ..., prior conviction, arrest history, traits historically associated with race, including, but not limited to, hair texture and protective...
Full time
Shift work
...The Client Experience Manager, reports to the Manager, Client Experience and is responsible for client support throughout the life of the policy. The Client Experience Manager (CXM)’s goal is to support Sales, Underwriting and Claims to drive retention and growth by creating...
Full time
Flexible hours
